Completed her law degree in England
Sara is a UK Law School graduate, who has leveraged her law degree in the Canadian Wealth Management work force. After completing her law degree in England, Sara decided to move back to Toronto, Canada where she was born to begin her legal career.
After learning her passion and interests in Wills and Estate law, it wasn’t until Sara met with a practicing lawyer at a top Bay street Boutique law firm where it was suggested that Sara use her banking experience prior to her law degree, to focus on a career in Wealth Management, Estate and Trust services. Sara then began to network greatly, and joined the Society for Trust and Estate Practitioners (STEP), a membership dedicated specifically for Trust and Estate Practitioner’s globally. It was through this network Sara obtained her first career opportunity.
After gaining employment at a top ranking Bank, Sara also articled within their Estate and Trust department. Sara was called to the Bar in Ontario in 2015, and after two years of experience, Sara decided that knowledge in Tax Law, would complement her experience in Estates and Trusts, providing a solid foundation for the technical skills required for a rewarding career in Wealth Management. Sara was admitted to Osgoode’s LLM program specializing in Tax law in 2016 and is currently studying part-time, while working full-time in Wealth Management.
Sara has experience in Banking, Trust & Estate Administration and Estate Planning. At TD Wealth Private Trust, Sara provides a comprehensive range of Estate and Trust Administration and Estate Planning services acting as the relationship manager to high net worth and ultra-high net worth clients. With a book of Will clients, Sara also conducts comprehensive periodic Will Reviews.
Sara has volunteered as a Probation Intake Worker with the Ministry of Community Safety and Correctional Services. She is also a published author, has a passion for traveling, and is presently a member of the Board of Directors for the Northern Secondary School Foundation.